Morningstar Ownership | Who Owns Morningstar?

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Morningstar Ownership Summary

Morningstar is owned by 57.74% institutional investors, 39.58% insiders, and 2.68% retail investors. Vanguard group is the largest institutional shareholder, holding 6.54% of MORN shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.58% of its assets in Morningstar shares.

MORN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Morningstar	57.74%	39.58%	2.68%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Financial Data & Stock Exchanges Stocks	74.00%	17.34%	8.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	2.80M	6.54%	$944.14M
Blackrock funding, inc. /de	2.67M	6.22%	$898.39M
Blackrock	2.54M	5.94%	$750.47M
Morgan stanley	2.02M	4.73%	$597.69M
Bank of america corp /de/	1.53M	3.58%	$451.64M
Select equity group	1.37M	3.20%	$462.85M
Bamco inc /ny/	1.31M	3.04%	$439.52M
Wellington management group llp	1.08M	2.52%	$363.90M
Massachusetts financial services co /ma/	1.02M	2.37%	$342.25M
Kayne anderson rudnick investment management	975.19K	2.27%	$328.41M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Praesidium investment management company	90.06K	5.09%	$30.33M
Select equity group	1.37M	1.84%	$462.85M
Premier fund managers	150.00K	1.81%	$50.69M
Liontrust investment partners llp	333.63K	1.63%	$112.35M
American capital management	128.69K	1.61%	$43.34M
Sw investment management	20.00K	1.58%	$6.74M
Kensington investment counsel	10.68K	1.50%	$3.60M
Barlow wealth partners	35.96K	1.49%	$11.76M
Wasatch advisors lp	690.15K	1.15%	$232.42M
Bamco inc /ny/	1.31M	1.14%	$439.52M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	331.67K	0.01%	331.67K
Amundi	192.01K	0.02%	192.00K
Balyasny asset management	168.03K	0.08%	168.03K
Premier fund managers	150.00K	1.81%	150.00K
Wellington management group llp	1.08M	0.07%	130.09K

Top Sellers

Holder	Shares	% Assets	Change
Select equity group	1.37M	1.84%	-384.89K
Millennium management	287.66K	0.05%	-207.45K
Massachusetts financial services co /ma/	1.02M	0.11%	-185.40K
Bank of america corp /de/	1.53M	0.04%	-172.56K
Cramer rosenthal mcglynn	-	-	-79.65K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	331.67K	0.01%	331.67K	$111.69M
Premier fund managers	150.00K	1.81%	150.00K	$50.69M
Schroder investment management group	100.19K	0.03%	100.19K	$33.83M
Raymond james financial	48.99K	0.01%	48.99K	$16.50M
Two sigma investments, lp	36.24K	0.03%	36.24K	$12.20M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-1.00
Excel securities & associates	-4.00
Rakuten securities	-4.00
Reuter james wealth management	-6.00
First premier bank	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	423	2.92%	24,769,169	-2.98%	57	1.63%	212	-2.75%	140	33.33%
Sep 30, 2024	406	2.53%	25,490,565	-1.30%	59	1.63%	217	20.56%	102	-29.66%
Jun 30, 2024	389	0.26%	25,754,795	1.43%	60	1.71%	176	-9.28%	143	25.44%
Mar 31, 2024	388	8.38%	25,391,128	0.72%	59	1.70%	194	20.50%	114	-14.29%
Dec 31, 2023	358	7.83%	25,208,620	-3.58%	59	1.58%	161	-6.40%	133	41.49%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	1.53M	3.58%	-
Baron Small Cap Growth Strategy	920.00K	2.15%	-5.00K
Baron Growth Retail	920.00K	2.15%	-5.00K
iShares Core S&P Mid-Cap ETF	882.45K	2.06%	1.53K
Vanguard Total Stock Mkt Idx Inv	878.24K	2.05%	4.47K
Vanguard US Total Market Shares ETF	877.50K	2.05%	559.00
MFS Mid Cap Growth Equity	757.55K	1.77%	-36.59K
MFS Mid Cap Growth A	725.45K	1.69%	-22.27K
Vanguard Small Cap Index	711.71K	1.66%	588.00
Virtus KAR Small-Cap Growth I	631.29K	1.47%	-51.50K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 14, 2025	Mansueto Joseph D	Executive Chairman	Sell	$16.71K
Mar 14, 2025	Mansueto Joseph D	Executive Chairman	Sell	$74.91K
Mar 13, 2025	Mansueto Joseph D	Executive Chairman	Sell	$574.20
Mar 14, 2025	Mansueto Joseph D	Executive Chairman	Sell	$5.64K
Mar 14, 2025	Mansueto Joseph D	Executive Chairman	Sell	$52.32K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	76
2024 Q4	-	89
2024 Q3	-	100
2024 Q2	-	94
2024 Q1	-	98

MORN Ownership FAQ

Who Owns Morningstar?

Morningstar shareholders are primarily institutional investors at 57.74%, followed by 39.58% insiders and 2.68% retail investors. The average institutional ownership in Morningstar's industry, Financial Data & Stock Exchanges Stocks, is 74.00%, which Morningstar falls below.

Who owns the most shares of Morningstar?

Morningstar’s largest shareholders are Vanguard group (2.8M shares, 6.54%), Blackrock funding, inc. /de (2.67M shares, 6.22%), and Blackrock (2.54M shares, 5.94%). Together, they hold 18.69% of Morningstar’s total shares outstanding.

Does Blackrock own Morningstar?

Yes, BlackRock owns 5.94% of Morningstar, totaling 2.54M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 750.47M$. In the last quarter, BlackRock increased its holdings by 89.44K shares, a 3.65% change.

Who is Morningstar’s biggest shareholder by percentage of total assets invested?

Praesidium investment management company is Morningstar’s biggest shareholder by percentage of total assets invested, with 5.09% of its assets in 90.06K Morningstar shares, valued at 30.33M$.

Who is the top mutual fund holder of Morningstar shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of Morningstar shares, with 3.58% of its total shares outstanding invested in 1.53M Morningstar shares.

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